SPL
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Superior Planning, LLC’s UMB Financial UMBF Stock Holding History

Superior Planning, LLC’s Portfolio UMBF Stock Details UMBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$30.9K Buy
+238
New +$33.9K 0.01% 528

Other funds holding UMBF

UMB Bank
UMB Bank Kansas City, Missouri $7.69B AUM 20.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Superior Planning, LLC's UMBF Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in UMB Financial (UMBF) in Q3 2026: 238 shares worth $30.9K. The stake represents 0.01% of the portfolio and ranks #528 among its holdings.

353 funds tracked by Wall St. Rank hold UMBF as of Q3 2026.

  • Superior Planning, LLC held 238 shares of UMB Financial worth $30.9K as of Q3 2026.
  • UMB Financial was a new Superior Planning, LLC position in Q3 2026.
  • UMB Financial made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #528 holding.
  • 353 funds tracked by Wall St. Rank held UMB Financial as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.